18 institutions reported holding $572.4M of ETF SER SOLUTIONS (VUSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($567.7M), WILLNER & HELLER, LLC ($1.0M), Strategic Blueprint, LLC ($949,727), Ethos Capital Management, Inc. ($707,498), Summit Investment Advisory Services, LLC ($480,956). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blue Trust, Inc. | $567.7M | 7.9M | Added |
| 2 | WILLNER & HELLER, LLC | $1.0M | 13,897 | Added |
| 3 | Strategic Blueprint, LLC | $949,727 | 13,133 | Added |
| 4 | Ethos Capital Management, Inc. | $707,498 | 9,783 | Trimmed |
| 5 | Summit Investment Advisory Services, LLC | $480,956 | 6,651 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $461,580 | 6,383 | Added |
| 7 | SAPIENT CAPITAL LLC | $400,125 | 5,533 | Hold |
| 8 | Orgel Wealth Management, LLC | $221,143 | 3,058 | New |
| 9 | Virginia Estate & Retirement Planning Advisors Inc. | $147,501 | 917 | New |
| 10 | Nova Wealth Management, Inc. | $104,352 | 1,443 | Trimmed |
| 11 | Kings Path Partners LLC | $87,358 | 1,208 | Hold |
| 12 | Private Wealth Management Group, LLC | $79,910 | 1,105 | Hold |
| 13 | ASSETMARK, INC | $34,567 | 478 | Hold |
| 14 | EverSource Wealth Advisors, LLC | $17,934 | 248 | Trimmed |
| 15 | 4Thought Financial Group Inc. | $12,542 | 173 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $10,558 | 146 | New |
| 17 | Stewardship Advisors, LLC | $0 | 0 | Exited |
| 18 | TrustWell Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30